+161.0%
DAL vs KKR
+59.0%
+102.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | -1.1% | +1.6% | -2.7% | -1.9% |
| 30D | +12.8% | +14.5% | -1.7% | +5.5% |
| 3M | -5.3% | -15.0% | +9.7% | +2.7% |
| 6M | +22.4% | +1.0% | +21.3% | +20.8% |
| YTD | +25.6% | -22.6% | +48.3% | +41.1% |
| 1Y | +45.5% | -18.2% | +63.7% | +58.2% |
| 3Y | +161.0% | +56.4% | +104.6% | +128.1% |
| All | +161.0% | +59.0% | +102.0% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling